Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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Merrill Lynch Employees
Deloitte January 2013 - Present
Deloitte & Touche, LLP January 2010 - 2013
People's Home Equity, Inc. April 2004 - February 2007
Deloitte & Touche, LLP March 1999 - April 2004
Merrill Lynch March 1998 - March 1999
Skills
Project Management, Business Analysis, Software Documentation, Active Directory, Leadership, Customer Service, Microsoft Exchange, Technical Support, Call Centers, Visio, Business Process..., Networking, Servers, SharePoint, Information Technology, Windows, Process Improvement, IT Strategy
Education
Middle Tennessee State University 1993 — 1997
Bachelor of Science, Accounting
Michigan State University September 2014 - Present
MSU Student Investment Association September 2014 - Present
Merrill Lynch June 2015 - August 2015
Ca$h Cow$ Lacrosse June 2014 - August 2015
Independent Contractor July 2010 - July 2015
Playland June 2013 - August 2014
Skills
Leadership, Customer Service, Finance, Microsoft Excel, Time Management, Teamwork, Microsoft Word, Public Speaking, Social Media, Data Analysis, Management, PowerPoint, Project Planning, Team Leadership, Research
Education
Michigan State University - The Eli Broad College of Business 2015 — 2017
Bachelor of Arts (BA), Finance 3.9/4.0
Michigan State University 2014 — 2017
Bachelor of Arts (B.A.), Finance
Clarkston High School 2010 — 2014
Merrill Lynch May 2013 - Present
Fifth Third Bank March 2005 - April 2013
ManpowerGroup October 2003 - March 2005
AlixPartners February 2002 - June 2002
General Motors June 2000 - July 2001
Breed Technologies/ Alliedsignal December 1999 - June 2000
Arthur Andersen/LLP August 1998 - July 1999
Michigan State University September 1992 - December 1996
Skills
Talent Acquisition, Pipeline Development, Creative Sourcing, Human Resources, Relationship Development, Internet Research, HR Strategy, Employee Relations, Crucial Conversations, Sourcing, Interviewing, Hiring, Background Checks, Full-cycle Recruiting, Applicant Tracking..., Recruitment/Retention, Internet Recruiting, Social Networking, Networking, Creative Solutions, Recruiting, Online Research, Interviews, Leadership, Personnel Management, Coaching, SDLC, Onboarding, Sales, CRM, New Hire Orientations, Time Management, Management, Recruitment Advertising, Business Development, Job Descriptions, Deferred Compensation, Job Fairs, Technical Recruiting, Consulting, Talent Management, Benefits Negotiation, Screening Resumes, Contract Recruitment, Staffing Services, Cold Calling, Behavioral Interviewing, Workforce Planning, Taleo, Employee Engagement
Education
Michigan State University
Bachelor of Science (B.S.), Human Ecology
Mrs. Hancock's, Inc. March 2006 - Present
Mrs. Hancock's, Inc. March 2006 - Present
Merrill Lynch 1986 - 1995
Skills
Training, Small Business, Leadership, Social Media Marketing, Public Speaking, Entrepreneurship, Sales Management, Social Media, Leadership Development, Networking, Coaching, Fundraising, Budgets, Weddings, Customer Service, Team Building, Marketing, Event Management, Time Management, Online Marketing, Management, Entertainment, Sales, Event Planning, Project Planning, Strategy, Public Relations, Nonprofits, Business Development, Social Networking
Education
Michigan State University
Business, Theatre, English Lit
UBS Financial Services, Inc. January 2005 - Present
Merrill Lynch 1983 - 2005
Education
Michigan State University 1982 — 1983
Master of Business Administration (MBA), Finance, General
Michigan State University 1980 — 1982
Bachelor of Arts (BA), Marketing
Michigan Technological University 1978 — 1979
RBC Capital Markets December 2001 - Present
Merrill Lynch September 1998 - December 2001
Merrill Lynch September 1998 - December 2001
Skills
Natural Gas, Petroleum, Upstream, Energy, Oil/Gas, Oilfield, Gas, Divestitures, Energy Industry, Drilling, Team Leadership, Sales, Marketing, Financial Analysis, Financial Modeling, Mentoring, Business Development, Project Planning, Product Development, Investment Strategies, Valuation, Commodity Markets, Investments, Mergers & Acquisitions, Leadership, Oil & Gas Industry, Corporate Finance, Capital Markets, Series 7, Analysis, Hedge Funds, Investment Management, Economics, Securities, Strategy, Due Diligence, Investment Banking
Education
Michigan State University 1986 — 1988
Bachelor of Arts (B.A.), Finance
Braeburn Wealth Management, LLC August 2011 - Present
Rehmann Financial January 2009 - August 2011
The Rehmann Group 2009 - August 2011
West Michigan Symphony 2005 - 2011
Merrill Lynch June 2000 - January 2009
PaineWebber November 1989 - June 2000
Smith Barney May 1989 - November 1989
Skills
Wealth Management, Finance, Wealth, Investment Advisory..., Series 7, Retirement Planning, Investments, Strategic Financial..., Investment Management, Portfolio Management, Securities, Financial Planners, Asset Managment, Estate Planning, Fixed Income
Education
University of St. Thomas 1988 — 1990
MBA Finance, Finance
Michigan State University 1980 — 1984
BS. Engineering, Engineering Arts
Mona Shores
Merrill Lynch June 2009 - Present
Smith Barney Citigroup July 1998 - June 2009
Skills
Series 7, Retirement Planning, Wealth Management, Saving for Education, Investment Advisory, Asset Allocation, Financial Advisory
Education
Michigan State University 1986 — 1990
Michigan State University
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Huntington National Bank December 2012 - Present
Huntington National Bank June 2009 - December 2012
Merrill Lynch October 2007 - June 2009
Crystal Mountain Resort & Spa 2004 - 2007
Skills
Sales Management, Portfolio Management, Investments, Investment Management, Banking, Commercial Lending, Finance, Leadership, Sales, Financial Analysis, Investment Strategies, Business Development, Management, Public Speaking
Education
St. John's University, The Peter J. Tobin College of Business 2002 — 2004
M.B.A., International Finance
Michigan State University 1997 — 2001
B.A., History
Narens Associates Inc June 2015 - Present
Pro-Motion Technology Group May 2014 - May 2015
Michigan State University March 2012 - May 2014
Communications & Research August 2013 - November 2013
RouteOne May 2013 - August 2013
Federal Mogul May 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Data Analysis, Teamwork, PowerPoint, Data Entry, Research, Microsoft Office, Time Management, Microsoft Word, Access, Microsoft Excel, Business Development, Facebook, Finance, Management, Sales, Leadership
Education
Michigan State University 2010 — 2014
Bachelor's Degree, Finance
Detroit Catholic Central High School 2006 — 2010
High School Diploma
City First Bank of DC January 2014 - Present
Risk Management Association Potomac Chapter March 2012 - Present
Access National Bank October 2011 - January 2014
The Brand Banking Company May 2011 - September 2011
Federal Home Loan Bank of Atlanta August 2009 - May 2011
Silverton Bank, N.A. October 2006 - July 2009
Cole Taylor Bank September 2005 - September 2006
Oak Brook Bank March 2005 - October 2005
Merrill Lynch November 2003 - March 2005
Royal American Bank August 2001 - November 2003
Skills
Commercial Lending, Loans, Credit, Underwriting, Commercial Real Estate, Asset Based Lending, Commercial Banking, Portfolio Management, Risk Management, Mortgage Lending, Banking, Finance, Financial Risk, Investments, Mergers, Credit Analysis, Credit Risk, Financial Analysis, Small Business Lending, SBA, Commercial Mortgages, Private Banking
Education
Roosevelt University 1999 — 2002
Master of Business Administration, Finance
Michigan State University 1995 — 1997
Bachelor of Arts, Psychology / Sociology
Citizens Bank 2014 - Present
PNC 2012 - 2014
Merrill Lynch 2010 - 2012
Fifth Third Bank 2006 - 2009
Comerica 2003 - 2006
Fifth Third Bank 2001 - 2003
Bank One 1991 - 2001
Skills
Strategic Planning, Sales Management, Business Development, Marketing, customer relationship..., Project Management, Team Leadership, Process Improvement, Public Relations, Strategic Communications, issues management, Corporate Communications, Communication Strategy, Internal Communications, Employee Engagement, Leadership, Start-ups, Thought Leadership, Integrated Marketing, Management, Public Speaking, Financial Communications, Message Development, Marketing Communications, Portfolio Management, Banking, Wealth Management, Loans, Commercial Banking, Credit, Strategic Financial..., Mortgage Lending, Financial Services, Finance, Investments, Financial Advisory, Small Business, Commercial Lending, Investment Management, Credit Analysis, Investment Advisory, Relationship Management, Wealth Management..., Estate Planning, Treasury Management, Small Business Lending, Strategy, New Business Development, High Net Worth..., Cash Management
Education
Michigan State University
BA, Advertising
Walsh College
MSF, Corporate Finance
Campbell Ewald July 2013 - Present
Campbell-Ewald April 2009 - Present
Harbor Springs Winery 2010 - 2014
Campbell-Ewald 2002 - April 2009
Campbell-Ewald January 1999 - March 2002
Campbell-Ewald August 1991 - March 1999
Merrill Lynch 1983 - 1985
Skills
New Business Development, Account Management, Creative Problem Solving, Marketing Strategy, Social Media, Digital Marketing, Digital Strategy, B2B, Brand Development, Brand Management, CRM, Creative Direction, Creative Strategy, Insurance, Digital Media, Integrated Marketing, Lead Generation, Leadership, Interactive Marketing, Management, Market Research, Marketing, Marketing Management, New Media, Recruiting, Strategic Communications, Email Marketing, Interactive Advertising, Marketing Research, Online Advertising, Online Marketing, Public Relations, SEM, SEO, Selling, Social Networking, Strategy, Team Leadership
Education
University of Chicago 1999 — 2000
Executive Seminar-Marketing
University of Detroit Mercy 1982 — 1983
Marketing -MBA level work
Michigan State University 1976 — 1980
Bachelor of Science, Food Systems Marketing and Management
Stanford University Graduate School of Business
Executive Education-Marketing
Little Dom's 2011 - Present
Lip Gloss Teen Magazine TM 2008 - 2011
WOMEN'S PROJECT THEATER 2004 - 2009
Manhattan Theatre Source 2001 - 2009
Summer Theatre in Meredith Village February 2008 - October 2008
BBDO August 2007 - 2008
Pulse Ensemble Theatre 2001 - 2008
AARP Financial 2003 - 2004
Merrill Lynch 1999 - 2002
Skills
Acting, Theatre, Directing, Performing Arts, Film, Television, Editing, Drama, Teaching, Shakespeare, Comedy, Stage, Improvisation, Voice Acting
Education
Michigan State University 1995 — 1997
Theatre
Atlantic Theater Company
Atlantic Theatre Company Acting School
Merrill Lynch December 2014 - Present
Merrill Lynch March 2011 - December 2014
Wells Fargo Advisors December 2009 - March 2011
Georgetown Charter Township September 2009 - December 2009
Mercy Health May 2007 - September 2009
Skills
Series 7, Wealth Management, Uniform Combined State..., Retirement Planning, Asset Allocation, Microsoft Excel, Cash Management, Salesforce.com, Customer Service, Banking, Financial Services
Education
Michigan State University 2005 — 2009
Bachelor of Arts (B.A.), Finance, General
John Cabot University, Rome, Italy 2008 — 2008
Business, Management, Marketing, and Related Support Services
UBS November 2014 - Present
Merrill Lynch April 2014 - November 2014
UBS Financial Services Inc. March 2013 - April 2014
Skills
Series 7, Series 63, Series 65
Education
Middle Tennessee State University
Business, Finance
2 elle design May 2014 - Present
Rocky Mountain Ace Stores October 2011 - Present
TATS the Experience April 2015 - July 2015
Savannah College of Art and Design January 2010 - June 2011
SCAD Office of Student Involvement September 2010 - March 2011
The Clever Factory 2007 - 2009
Tennessee Performing Arts Center January 2007 - March 2007
Hatch Show Print August 2006 - December 2006
Merrill Lynch May 2006 - July 2006
Skills
Adobe Creative Suite, Graphic Design, Art, Non-profits, Public Relations, Microsoft Office, Museums, Social Networking, Marketing, Printmaking, QuickBooks, Human Resources, System Administration, Event Planning, Creative Direction, Mac, InDesign, Photography, Illustrator, Social Media Marketing, Fundraising, Illustration, Art Direction, Advertising, Graphics, Digital Marketing, Packaging, Dreamweaver, Branding & Identity
Education
Savannah College of Art and Design 2010 — 2011
MA, Arts Administration
New York University 2006 — 2006
Fine/Studio Arts, General
Middle Tennessee State University 2002 — 2006
BFA, Graphic Design
LPL Financial December 2003 - Present
Merrill Lynch April 1994 - December 2003
Merrill Lynch April 1994 - November 2003
Skills
Series 7, Retirement Planning, Wealth Management, Asset Managment, Series 63, Mutual Funds, Investment Advisory, Retirement, Insurance, 401k Rollovers, Securities, Asset Allocation, Investments, Series 24, Financial Advisory, IRAs, Portfolio Management, Series 65, ETFs, High Net Worth..., Fixed Annuities
Education
Michigan State University 1981 — 1984
Masters, Labor and Industrial Relations
Rider University 1976 — 1980
Bachelors, Business Administration
Merrill Lynch July 1984 - May 2009
Skills
Animal Rescue, Animal Advocavy, Philanthropy, Fundraising, Nonprofits, Non-profit..., Planned Giving, Grant Writing, Proposal Writing
Education
Michigan State University
University of Tennessee-Knoxville
Oppenheimer & Co. March 2013 - April 2014
Merrill Lynch August 2011 - April 2013
Sauder Manufacturing Co. November 2007 - July 2010
Interior Environments 2005 - 2007
WorkRite Ergonomics 2002 - 2005
Interface January 1999 - August 2002
McGraw-Hill Construction January 1994 - June 1998
Haworth 1986 - 1994
Skills
Account Management, New Business Development, Sales, Strategic Planning, Sales Management, Social Media, Marketing, Contract Negotiation, Selling, Sales Process, Entrepreneurship, Banking, Cold Calling, Coaching
Education
Michigan State University 1973 — 1977
BS
Wells Fargo August 2014 - Present
LPL Financial August 2002 - July 2014
Merrill Lynch 1999 - 2002
Skills
Series 7, Investments, Financial Services, Wealth Management
Education
Michigan State University 1983 — 1987
Bachelor's degree, Secondary Education and Teaching
Northern Trust Corporation August 2009 - Present
Merrill Lynch June 2006 - July 2009
Custom House Global Fund Services July 2005 - June 2006
GE Capital February 2003 - July 2005
Education
Michigan State University 1998 — 2002
Bachelor's degree, Finance, General
TD Ameritrade January 2013 - Present
TD Ameritrade February 2009 - December 2012
Merrill Lynch April 2007 - September 2008
Merrill Lynch January 2006 - September 2007
Merrill Lynch September 2003 - December 2006
Merrill Lynch July 2002 - September 2003
Merrill Lynch June 1998 - June 2002
Merrill Lynch June 1996 - May 1998
Merrill Lynch April 1988 - June 1996
Merrill Lynch September 1983 - April 1988
Skills
MS Project, Risk Management, Business Analysis, IT Management, Visio, Change Management, Project Management, Budgets, Income Statement, Microsoft Office, Software Design, Teaching, Crystal Xcelsius, Virtual Management, Cross-functional Team..., Portfolio Management, Management, Requirements Analysis, Vendor Management, Integration, Business Process..., SDLC, Software Documentation, Strategy, Program Management, Project Portfolio..., Software Project..., Financial Services, Process Improvement, Analysis
Education
The Chubb Institute 1995 — 1996
Client Server Programming, Programming
Middle Tennessee State University 1982 — 1982
J.P.Morgan Asset Management October 2010 - Present
Nuveen Investments March 2007 - October 2010
Merrill Lynch February 2005 - March 2007
Education
Michigan State University 1989 — 1993
Bachelor of Arts (B.A.), Business Administration and Management, General
Asset Financial Services September 1997 - Present
Merrill Lynch June 1994 - September 1997
Comerica Bank September 1987 - June 1994
Skills
Retirement Planning, Investments, Strategic Financial..., Securities, IRAs, Roth IRA, Profit Sharing, Financial Planners, Portfolio Management, Fixed Annuities, Retirement, Asset Management, Financial Services, 401k, Mutual Funds, FINRA, Alternative Investments, Investment Management, Wealth Accumulation, Traditional IRA, Variable Annuities, Long Term Care Insurance, Retirement Plan..., Retirement Savings, Separately Managed..., High Net Worth..., Life Insurance, Simple IRA, 401k Rollovers, 529 Plans, Series 65, ETFs, Uniform Combined State..., College Savings Plans
Education
Michigan State University
ELI Broad College of Business, Finance
PNC Bank, N.A. July 2012 - Present
PNC Bank, N.A. January 2006 - July 2012
National City Bank 2002 - 2006
Merrill Lynch 1998 - 2002
Old Kent Bank 1992 - 1998
Loan Pricing Corporation 1989 - 1992
Skills
Commercial Banking, Credit, Banking, Portfolio Management, Small Business Lending, Credit Analysis, Financial Analysis, Risk Management, Financial Modeling
Education
Michigan State University 1984 — 1987
Bachelor of Arts, Economics
Holy Name Grade School
Midvale Elementary School
Seaholm High School
Seaholm High School
TIAA-CREF January 2015 - Present
PNC Bank January 2014 - December 2014
Merrill Lynch September 2010 - December 2013
The Northern Angler October 2003 - May 2010
H&R Block Financial Advisors May 2000 - March 2003
H&R Block Financial Advisors (formerly Olde) December 1991 - May 2000
Education
Michigan State University 1987 — 1991
Bachelor of Arts, Financial Administration
Managed Money Concepts December 1995 - Present
Michigan State University August 2010 - Present
Merrill Lynch April 1985 - December 1995
Education
Michigan State University 1975 — 1978
Economics/Public Administration, Economics/Public Administration
Michigan State University 1974 — 1978
Bachelor of Science, Public Administration and Economics
Merrill Lynch August 1998 - Present
US Army March 1992 - October 1995
Skills
Wealth Management, Retirement Planning, Series 7, Series 66, Retirement Income..., Investment Strategies, Annuities, Loans, Mortgage, Insurance, Portfolio Management, 401k, Leadership, Retirement, Mutual Funds, Investments, Financial Advisory, Financial Analysis, Banking
Education
Penn State University 1996 — 1998
Bachelor of Science, Administration of Justice with Minor in Economics
Michigan State University 1989 — 1991
UBS December 2011 - Present
Merrill Lynch March 2003 - December 2011
Morgan Stanley January 2001 - March 2003
Skills
Finance, Series 7, Portfolio Management, Financial Advisory, Wealth Management
Education
Michigan State University 1987 — 1991
Economics
Lethemon Financial July 2009 - Present
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) March 2003 - July 2009
Merrill Lynch October 1993 - March 2003
Education
Michigan State University 1990 — 1993
Bachelor of Arts, Finance
Michigan State University - The Eli Broad College of Business 1990 — 1993
finance
Patriot Fund January 2012 - Present
Empowerment Financial Group, LLC,CEO April 2009 - Present
Merrill Lynch July 2007 - April 2009
Wells Fargo Investments 2000 - 2007
Skills
Investments, Portfolio Management, Risk Management, Mutual Funds, Asset Management, Asset Managment, Management, Strategic Planning, Finance, Financial Analysis, Leadership, Wealth Management, Executive Management, Credit, Financial Services, Strategic Financial..., Banking, Mergers & Acquisitions
Education
Michigan State University 1978 — 1982
Michigan State University 1979 — 1981
Southfield High School 1975 — 1978
Town & Country Realty, Inc. February 1999 - Present
Business Networking Internationanl March 2001 - March 2006
Lexmark December 1993 - November 1995
IBM June 1986 - December 1993
Merrill Lynch June 1976 - May 1983
Skills
Graduate Leadership..., Helped More than 881..., Completed Advanced..., Training, Residential Homes, Real Estate, Public Speaking, First Time Home Buyers, Contract Negotiation, Negotiation, Relocation, Strategic Planning, Business Development, Sales, Customer Service, Project Management, Marketing, New Business Development, Marketing Strategy, Team Building, Social Media, Account Management, Selling, Project Planning, Leadership, Referrals, Social Media Marketing, Operations Management, Brokerage, Budgets, Listings, Investments, Team Leadership, Real Property, Public Relations, Event Management, Social Networking, Small Business, Management Consulting, Retail, ABR, Business Planning, Sales Management, Coaching, Management, Business Strategy, Home Staging, Investment Properties, Sellers, Leadership Development
Education
Michigan State University - The Eli Broad College of Business 1983 — 1984
MBA, Materials and Logistics Management, Marketing, Finance
Wayne State University 1977 — 1981
BBA, Marketing and Finance Double Major
S&P Dow Jones Indices June 2008 - Present
Merrill Lynch August 1997 - May 2008
Computer Associates 1990 - 1997
Skills
Leadership, Six Sigma, Analysis, Lean Manufacturing, Project Management, Process Improvement, Financial Services, Mentoring, Process Design, DMAIC, Business Continuity..., Operational Risk..., Presentation Design, Team Building, microsoft Excel macros, SQL, Key Metrics, Metrics Reporting, SDLC, Microsoft Excel, Change Management, Management, Operations Management, Program Management, Vendor Management, Performance Management, Business Analysis, Risk Management, Business Process..., Software Development, Quality Assurance, Cross-functional Team..., Data Analysis, Process Engineering, Strategy, Visio
Education
Princeton University 1975 — 1979
BA, Linguistics / Slavic Languages
Middlebury College 1978 — 1978
Certificate, Chinese
Saint Paul's School 1971 — 1978
Diploma
School Year Abroad 1973 — 1974
French
Conwell Elementary / Middle Magnet School
Spirit Airlines December 2012 - Present
Republic Airways Holdings, Inc. 2007 - December 2012
Max-Air INC September 2007 - December 2007
Air Tenn Flying Service September 2007 - December 2007
Merrill Lynch January 2006 - May 2006
Skills
Airlines, Aviation, Commercial Aviation, Flights, Piloting, Aircraft, Airports, Process Improvement, Customer Service, Operations Management, Leadership, Microsoft Excel, Microsoft Office, Aircraft Maintenance, Aerospace
Education
Middle Tennessee State University 2003 — 2007
BS, Finance
Middle Tennessee State University 2003 — 2007
Bachelors of Science; Bachelors of Business Administration, Aerospace - Professional Pilot; Finance - Real Estate
UBS Wealth Management June 2009 - Present
Merrill Lynch 2007 - 2009
Morgan Stanley August 1998 - June 2007
Education
Michigan State University 1986 — 1990
Barnhart Investment Advisory 2008 - Present
Charles Schwab 2006 - 2008
Morgan Stanley 2004 - 2006
Raymond James & Associates, Inc 2002 - 2003
Peters Securities and TJM Institutional 1997 - 2002
Merrill Lynch 1995 - 1997
Olde Discount Stockbrokers 1994 - 1995
Chicago Title & Trust 1992 - 1994
Arthur Andersen & Co. 1990 - 1992
Education
Michigan State University 1985 — 1990
BA, Accounting
Transamerica Financial Advisors, Inc. July 2012 - Present
Gartner January 2010 - October 2012
Magic Flash Drive February 2008 - 2011
MLSonline.com 2008 - March 2010
Merrill Lynch March 2007 - September 2008
Skills
Small Business, Enterprise Software, Professional Services, Strategic Partnerships, Direct Sales, Business Development, Lead Generation, New Business Development, Leadership, Consulting, Strategy, Sales, Management, Sales Process, Account Management, Entrepreneurship, Business Intelligence, B2B, Team Building, SaaS, Sales Management, Sales Operations, Telecommunications, Strategic Planning, Marketing, Start-ups, Solution Selling, CRM, Cloud Computing, Contract Negotiation, Selling, Vendor Management, Business Strategy, Salesforce.com, Cold Calling, Analysis, Product Management, Competitive Analysis, Cross-functional Team..., Finance, Management Consulting, Product Marketing, Business Planning, Team Leadership
Education
Michigan State University 2001 — 2004
Advertising, Communication Arts
Lansing Catholic Central 1995 — 1998
PTAM (PT Asset Management, LLC) March 2015 - Present
Nuveen Investments July 2013 - March 2015
Nuveen Investments November 2011 - July 2013
Russell Investments May 2010 - November 2011
Morningstar November 2006 - July 2009
Merrill Lynch January 2006 - May 2006
University of Michigan-Michigan State Longitudinal Study August 2005 - January 2006
Skills
Lead Generation, Marketing, Marketing Strategy, Business Development, Product Management, Advertising, Sales Process, Mutual Funds, Series 7, Marketing Communications, CRM, Online Marketing
Education
Michigan State University 2002 — 2006
Bachelor of Science, Psychology
Merrill Lynch October 2013 - Present
OneMain Financial August 2013 - September 2013
West Marine June 2010 - January 2013
Donaldson Filtration May 2012 - August 2012
Lawrence Construction June 2009 - August 2009
Skills
Account Reconciliation, Sales, Auditing, Spreadsheets, Financial Analysis, Microsoft Excel, Leadership, Microsoft Office, Customer Service, Finance, Forecasting, Time Management, Microsoft Word, Teamwork, Market Research, PowerPoint, Analysis, Strategic Planning, Budgets, Financial Modeling, Data Analysis, Bloomberg Terminal
Education
Michigan Technological University 2009 — 2013
Finance, Finance and Financial Management Services, 3.33
Michigan State University January 2014 - Present
Deutsche Bank June 2015 - August 2015
Jefferies LLC May 2014 - August 2014
Merrill Lynch May 2013 - August 2013
Skills
Equity Research, Investment Management, Valuation, Risk Management, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Research, Finance, Financial Analysis
Education
Michigan State University 2012 — 2016
Finance
Detroit Catholic Central High School 2008 — 2012
U.S. House of Representatives May 2015 - August 2015
Senator Dave Robertson - State of Michigan July 2011 - June 2014
Best Best & Krieger LLP May 2013 - August 2013
Merrill Lynch September 2010 - August 2011
Skills
Public Speaking, Leadership, Investments, Communication, Finance, Team Leadership, Microsoft Excel, Accounting, Budgets, Fundraising, Microsoft Office, Time Management, Morningstar, Blogging, Microsoft Word, Social Media, Event Planning, E-Medical Notes, ACT Client Management, Local Government, PowerPoint
Education
The Catholic University of America, Columbus School of Law 2014 — 2017
Juris Doctor (J.D.)
Michigan State University
Finance & Economics
JPMorgan Chase Bank, N.A. 2013 - Present
Scarborough Capital Management 2011 - 2013
Merrill Lynch 2010 - 2011
Doeren Mayhew Financial Advisors 2009 - July 2010
UBS 2007 - 2009
Smith Barney K-Group 2002 - 2007
Education
Michigan State University 1987 — 1994
Fidelity Investments March 2014 - Present
Merrill Lynch / Bank of America November 2011 - February 2014
Merrill Lynch December 2006 - December 2011
Smith Barney 1990 - 2006
Skills
Equities, Fixed Income, Capital Markets, Wealth Management, Investments, Portfolio Management, Asset Management, Series 7, Alternative Investments, Financial Analysis, Securities, Asset Allocation
Education
Michigan State University 1987 — 1990
Bachelor of Arts (B.A.), Finance and Financial Management Services
Lambda Chi Alpha Gamma Omicron Chapter January 2015 - Present
Michigan State University August 2012 - Present
Lambda Chi Alpha Gamma Omicron Chapter January 2014 - December 2014
Merrill Lynch May 2014 - August 2014
Central Park Deli June 2013 - August 2013
Urwiller Lawn Services April 2009 - August 2013
Andover High School 2009 - 2011
Skills
Leadership, Hardwork, Accountability, Loyal, Critical Thinking, Customer Service, Social Media, Time Management
Education
Michigan State University 2012 — 2016
Bachelor of Arts (B.A.), Political Science Prelaw
Bloomfield Hills Andover High School 2008 — 2012
Jennings Investment Group, Inc. June 2010 - Present
Jennings Investment Group, LLC November 2006 - June 2010
SuperBull Fund, LP November 2006 - December 2009
Franklin Industries, Inc. August 1998 - November 2006
Merrill Lynch July 1996 - July 1998
Skills
Asset Managment, Alternative Investments, Asset Allocation, Portfolio Management, Equities, Investments, Investment Advisory, Mutual Funds, Wealth Management, Securities, Hedge Funds, Series 7, Investment Strategies, Investment Management, Financial Analysis, Fixed Income, Risk Management, Private Equity, Equity Research, Valuation, Asset Management, Capital Markets, Finance, Financial Services, Investment Banking
Education
Middle Tennessee State University 1995 — 1999
Master of Business Administration (MBA), Finance
Middle Tennessee State University 1989 — 1994
Bachelor of Business Administration (BBA), Finance
HSBC April 2015 - Present
Barclays September 2014 - January 2015
Capco February 2014 - August 2014
FXCM September 2011 - January 2014
AIG June 2008 - May 2011
Merrill Lynch June 2006 - June 2008
STS Inc 2003 - 2006
Skills
SDLC, Software Project..., Business Analysis, PMO, Risk Management, PMP, Project Management, Vendor Management, Project Portfolio..., Software Development, IT Strategy, Program Management, Functional..., Visio, Business Process..., Business Intelligence, Business Process, Integration, CRM, Credit Risk, Agile Project Management, Agile Methodologies, Project Delivery, MS Project, IT Management, Enterprise Architecture, Outsourcing, SharePoint, Governance, Business Requirements, FX Trading, Equities, Change Management, Due Diligence, Mergers & Acquisitions, Product Management, Business Development
Education
Temple University 2004 — 2007
MSc, Management Information Systems
Michigan Technological University 2001 — 2003
BSc, Computer Science
UBS Financial Services Inc. November 2008 - Present
Morgan Stanley August 1999 - November 2008
Merrill Lynch August 1997 - August 1999
Skills
Investments, Finance, Series 7, Wealth Management, Asset Allocation, Retirement Planning, Portfolio Management, Asset Management, Series 63, Strategic Financial..., Investment Advisory
Education
Michigan State University 1992 — 1997
Michigan State University - The Eli Broad College of Business 1992 — 1997
Fluor Corporation Workforce Management SME
Fluor March 2012 - March 2015
Arcadis, PMCM Division August 2009 - April 2012
Fluor Corporation October 2007 - June 2009
Integral Associates, LLC September 2006 - October 2007
Nissan North America April 2004 - September 2006
Morse Consulting November 2002 - April 2004
Insignia/ESG, Inc December 2001 - November 2002
Merrill Lynch January 1996 - November 2001
Nissan North America January 1985 - January 1996
Skills
Construction Management, Construction, Project Management, Project Planning, Vendor Management, MS Project, Contract Management, Change Management, Program Management, Operations Management, Procurement, Budget, Project Portfolio..., Strategic Planning, Team Building, Risk Management, Budgets, Facilities Management, Engineering, Contract Negotiation, Management, Value Engineering, Leadership, Contractors, Concrete, Change Orders, Project Estimation, Commissioning, Cost Management, Project Control, CPM Scheduling, Cost Control, Cost Engineering, Structural Engineering
Education
Michigan Technological University 1976 — 1981
B.S.C.E., Civil Engineering; Structural Engineering and Construction Management
Onsted High School
Merrill Lynch 1996 - 2009
Starbucks Coffee Company 1995 - 1996
Morgan Stanley Dean Witter 1986 - 1995
Skills
Equities, Fixed Income, Derivatives, Options, Trading, Hedge Funds, Finance, FINRA, Swaps, Bloomberg, Series 7, Securities, Alternative Investments, Series 63, Capital Markets
Education
Gabriel Richard
Michigan State University
B.S., Human Ecology, Economics
Merrill Lynch November 2002 - Present
Skills
Series 7, Retirement Planning, Wealth Management, Investment Advisory, Asset Allocation, Series 63, Series 65, Investment Strategies, Mutual Funds, Wealth Management..., Retirement, Portfolio Management, Investments, Estate Planning, 401k, 401k Rollovers, IRAs, ETFs
Education
Michigan State University - The Eli Broad College of Business 1999 — 2001
Bachelor's Degree, Marketing, 4.0 GPA
MassMutual Financial Group June 2014 - Present
MetLife January 2011 - March 2014
Barnum Financial Group, an Office of MetLife 2007 - 2009
Ameriprise Financial 2005 - 2007
Merrill Lynch 2002 - 2004
Merrill Lynch 2002 - 2004
Green Mountain Coffee Roasters 2000 - 2002
Green Mountain Coffee Roasters 2000 - 2002
Education
Michigan State University 1976 — 1981
Bachelor of Arts, Advertising
Cass Tech
Rayburn West Financial Services July 2007 - Present
Raymond James Financial Inc. August 2000 - July 2007
Pinnacle Financial Partners August 2000 - July 2007
Regions Financial Corporation 1998 - 2000
Merrill Lynch 1991 - 1997
Transamerica 1989 - 1990
Skills
Asset Management, Management, Portfolio Management, Finance, Investments, Wealth Management, Hedge Funds, Equities, Securities, Fixed Income, Mutual Funds, Capital Markets, Retirement Planning, Financial Advisory, Financial Analysis, Asset Allocation, Investment Advisory, Series 7, Private Equity, Alternative Investments, Investment Strategies, Strategic Financial..., Wealth Management...
Education
Merrill Lynch 1991 — 1993
24 Month Professional Development Program- Princeton N.J., Investments and Securities
University of Tennessee-Knoxville 1986 — 1989
Bachelor of Science (B.S.), Accounting and Finance
Middle Tennessee State University 1984 — 1985
Nashville Christian School 1978 — 1984
PSEG September 2014 - December 2014
GENON ENERGY, INC April 2001 - April 2013
MIRANT CORPORATION November 2006 - January 2008
MIRANT CORPORATION May 2002 - November 2006
MIRANT CORPORATION March 2001 - May 2002
Engage Energy June 1998 - March 2001
Merrill Lynch January 1996 - May 1998
Skills
Energy Markets, Power Plants, Natural Gas, Energy, Commodity Markets, Analysis, Mergers & Acquisitions, Forecasting, Project Management, Valuation, Management, Finance, Trading, Electricity Markets, Financial Modeling, Risk Management, Power Generation, Renewable Energy, Hedging, Commodity, Financial Analysis, Project Finance
Education
Michigan State University 1994 — 1998
Bachelor of Arts (B.A.), Finance
Michigan State University
Sunlight Supply May 2013 - Present
Holiday Retirement November 2012 - May 2013
KEEN May 2010 - November 2012
Knowledge Learning Corporation August 2006 - March 2008
Hollywood Entertainment March 2005 - August 2006
Merrill Lynch June 2000 - November 2002
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Forecasting, Corporate Finance, Accounting, General Ledger, Analysis, Budgets, Internal Controls, Process Improvement, GAAP, Strategic Financial..., Financial Forecasting, Microsoft Excel, Hyperion Enterprise, Hyperion Planning, Variance Analysis, Risk Management, Consolidation
Education
Michigan State University
Bachelor of Science, Finance
Ignite XDS March 2014 - Present
MSU College of Law November 2012 - November 2013
White Law PLLC January 2011 - July 2012
Leelanau County Prosecutor May 2011 - August 2011
17th Circuit Court May 2010 - August 2010
Pinnacle Insurance Partners May 2008 - August 2008
Merrill Lynch January 2008 - May 2008
Skills
Ruby on Rails, Ruby, JavaScript, jQuery, HTML5, CSS3, AngularJS, SASS, JSON, Photoshop, Web Development, Legal Writing, Legal Research, Trials, Family Law, Criminal Law, Web Design, Photography, HTML, CSS, Motions, Appeals, PHP, MySQL, Wordpress Development, Final Cut Pro
Education
Michigan State University College of Law 2009 — 2012
JD
University of Detroit Mercy 2005 — 2009
BA, History, Political Science
Putnam Investments January 2015 - Present
Putnam Investments January 2012 - December 2014
The Herb Chambers Companies. May 2011 - December 2011
Merrill Lynch May 2008 - August 2010
Skills
Series 6, Series 7, Series 63, Mutual Funds, Financial Services
Education
Michigan State University 2007 — 2011
Bachelor of Arts (B.A.), Accounting and Finance
Amazon March 2014 - Present
Amazon December 2013 - March 2014
Recruiting Consultant September 2012 - December 2013
Matrix Finance and Accounting February 2012 - September 2012
Ropes & Gray LLP 2008 - December 2010
PricewaterhouseCoopers 2008 - 2008
Boston Beer Company 2006 - 2007
Merrill Lynch 2003 - 2006
Skills
Talent Acquisition, Sourcing, Full-cycle Recruiting, Recruitment/Retention, Contract Recruitment, Financial Accounting, Personnel Recruiting, College Recruiting, Direct Recruiting, Corporate Finance, Temporary Placement, Recruiting, Personnel Selection, SDLC, Interviews, Strategy, Human Resources, Employee Benefits, Leadership, Management, Talent Management
Education
Michigan State University 1996 — 2000
Bachelor of Arts, Communications with a concentration in Public Relations and Interpersonal Communication
The Pennington School 1992 — 1996
Oppenheimer & Co. Inc. March 2009 - Present
Merrill Lynch January 1998 - March 2009
Skills
Asset Allocation, Investments, 401(k) Rollovers, Tax-Efficient Strategies, Retirement Savings, Retirement, Investment Strategies, Deferred Compensation..., Financial Advisory, Insurance
Education
Michigan State University 1992 — 1996
BS
Brother Rice High School 1988 — 1992
Little Caesars 2010 - Present
Alexis Helene Photography & Design January 2005 - Present
Giffels, LLC / IBI Group August 2008 - 2010
Merrill Lynch 2007 - 2008
Morgan Stanley 2005 - 2007
Custom Signworks Plus, Inc 2004 - 2005
BBDO 2000 - 2001
Skills
InDesign, Illustrator, Adobe Creative Suite, Photoshop, Photography, Graphic Design, Advertising, Graphics, Branding & Identity, Marketing, Digital Marketing, Direct Mail, Logo Design, Newsletters, Adobe Acrobat, Illustration, Layout, Proposal Writing, Microsoft Office, PowerPoint, Creative Direction, Mac
Education
Michigan State University 2000 — 2004
BFA, Graphic Design
Merrill Lynch January 2006 - Present
Morgan Stanley November 2001 - November 2006
Pitney Hardin LLP January 1999 - June 2001
Mayer Brown January 1996 - May 1998
American Bar Association January 1996 - December 1997
Skills
Estate Planning, Retirement Planning, Financial Planning, Wealth Management, Charitable Giving, Alternative Investments, Investments, Asset Management, Wealth Transfer, High Net Worth..., Trusts
Education
University of Illinois College of Law 1992 — 1995
JD, Law
Michigan State University 1990 — 1992
BS, Business and Pre-Law
Seton Hall University 1988 — 1990
BA, Business/Pre-Law
LPL Financial February 2005 - Present
Edward Jones December 1998 - January 2005
Merrill Lynch June 1997 - November 1998
European Basketball League September 1993 - June 1996
Education
Michigan State University 1989 — 1993
Port Huron High School 1985 — 1988
UBS Financial Services, Inc. January 2009 - Present
Merrill Lynch November 1994 - January 2009
Education
Western Michigan University - Haworth College of Business 1984 — 1986
BBA, Accountancy
Michigan State University 1981 — 1984
Accounting
Livonia Bentley 1978 — 1981
Merrill Lynch October 2011 - Present
Skills
Financial Analysis, Strategic Financial..., Microsoft Excel, Microsoft Word, PowerPoint, Research, Writing, Financial Advisory, SPSS, AS400 system, Series 7, Retirement Planning, Mutual Funds, Wealth Management, Management
Education
Middle Tennessee State University 2010 — 2011
M.B.A., Business Administration, Finance
Middle Tennessee State University 2006 — 2010
B.B.A., Business Administration, Economics, Finance
Broadridge Financial Solutions April 2014 - Present
JP Morgan June 2008 - March 2014
Bear Stearns (purchased by J.P. Morgan) April 2007 - June 2008
Advest, Inc 2005 - 2006
Advest, Inc 2000 - 2005
Smith Barney 1993 - 1997
Merrill Lynch 1984 - 1993
Skills
Business Development, Wealth Management, Relationship Management, Financial Services, Product Marketing, Process Improvement, Productivity Coaching, Product Innovation, Public Speaking, Team Building, Leadership, Project Management, Budgetary Control, Strategic Partnerships, Strategic Financial..., Training, Presentations, Voice of the Customer, Management, Strategy, Series 7, Equities, Hedge Funds, Alternative Investments, Securities, Fixed Income, Series 63, Financial Advisory, Financial Planning
Education
Middlebury College 1979 — 1983
BA
London School of Economics and Political Science 1982 — 1982
Bachelor of Arts (B.A.)
Lewisburg 1977 — 1979
HSBC January 2015 - Present
Deloitte Consulting September 2012 - January 2015
Deloitte Consulting June 2009 - October 2012
Merrill Lynch May 2009 - May 2011
Skills
Software Project..., Management Consulting, Business Analysis, Process Improvement, Stata, Business Process..., Change Management, Data Analysis, Analysis, Program Management, Requirements Gathering, CRM
Education
Michigan State University 2007 — 2011
Economics, International Business
Wells Fargo Advisors June 2006 - Present
Robert W. Baird & Co. February 1998 - June 2006
Oppenheimer & Co. Inc. August 1996 - February 1998
Merrill Lynch September 1990 - August 1996
Skills
Investments, Insurance, Asset Allocation, Retirement Planning, 401k Rollovers, Business-Owner Planning, Business-Succession..., Concentrated Stock..., Deferred Compensation..., Estate Investment..., Financial Advisory, Fixed-Income Strategies, Investment Planning, Multigenerational..., Retirment-Plan..., Securities, Stock Analysis, Strategic Planning, Tax-Efficient Strategies, Wealth-Preservation...
Education
Michigan State University 1981 — 1986
Bachelor of Science (BS), Science, Health, Physical Education/Fitness
Ann Arbor Huron HS 1979 — 1981
HS Graduate
Northern Trust Asset Management May 2015 - Present
Munder Capital Management (Firm acquired) June 2008 - October 2014
Munder Capital Management January 2001 - June 2008
Munder Capital Management September 1993 - January 2001
SunAmerica Asset Management 1991 - 1993
Merrill Lynch June 1989 - November 1991
Skills
Investment Strategies, Strategy, Investments, Marketing Strategy, Investment Management, Mutual Funds, Asset Management, Marketing, Asset Allocation, Business Strategy, Financial Advisory, Financial Services, Management, Product Marketing, New Business Development, Separately Managed..., Sales Management, Strategic Communications, Portfolio Management, Advertising, Team Management, Team Leadership, Integrated Marketing, Sales & Marketing..., Problem Solving, Crisis Communications, CRM
Education
Michigan State University
Bachelor of Business Administration (BBA), Economics
Southeast Mortgage of Georgia, Inc. June 2015 - Present
Bank of America December 2011 - October 2013
Bank of America Merrill Lynch April 2010 - December 2011
Merrill Lynch June 1996 - January 2006
Skills
Banking, Mortgage Lending, Wholesale Banking, Commercial Lending, Small Business, Loans, Asset Based Lending, Credit Analysis, Commercial Banking, Credit, Financial Services, CRM, Analysis, Finance, Lines Of Credit, Wealth Management..., Branch Banking, Relationship Management, Series 7, High Net Worth..., Cash Management
Education
Michigan State University
Bachelors of Arts, Marketing
University of Detroit Mercy
Masters, Finance
RVMOM June 2011 - April 2012
Raritan Valley Mothers of Multiples 2006 - 2011
Little Tykes Learning Center 2001 - 2004
Merrill Lynch 2000 - 2001
Standard Federal Bank 1997 - 2000
Bath & Body Works 1996 - 1997
Skills
Social Networking, Recruiting, Social Media, Newsletters, Public Speaking, Marketing, Leadership, Budgets, Online Advertising, Training, Business Networking, Program Management, Strategy, Management
Education
Michigan State University 1992 — 1996
BA, Interdisciplinary Humanities
Niles High School 1989 — 1992
Diploma
Stout Risius Ross July 2015 - Present
Stout Risius Ross June 2014 - June 2015
Michigan State University January 2013 - May 2014
Delta Chi September 2012 - September 2013
Stout Risius Ross May 2013 - August 2013
Michigan State University Student Investment Fund September 2012 - December 2012
Morgan Stanley May 2012 - September 2012
Merrill Lynch May 2011 - August 2011
Skills
Financial Modeling, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Word, Bloomberg Terminal, Portfolio Management, Investments, Microsoft Office, Capital IQ, DCF Valuation, LBO, Pitch Books, CIM, Precedent Transactions, Mutual Funds, Equities, Valuation, Due Diligence, Leadership, Equity Research, Financial Institutions, Professional Writing, Management
Education
Michigan State University 2010 — 2014
BA, Finance, General
Engineered Conversations June 2014 - Present
Chatham Borough Farmers' Market 2009 - Present
Merrill Lynch 2012 - 2013
General Motors 1990 - 1999
Skills
Coaching, Body Language, Public Speaking, Nonverbal Communication, Risk Management, Product Development, Management, Corporate Training, Microsoft Excel, Analysis, Microsoft Office, Business Analysis, Cross-functional Team..., Strategic Planning, Investments, Business Development, Customer Service, Entrepreneurship
Education
Martha Beck Life Coach Training 2014 — 2015
Life Coaching
University of Michigan 1994 — 1996
Business Administration and Management, General
Michigan Technological University 1985 — 1989
BS, Mechanical Engineering
Raymond James June 2012 - Present
Merrill Lynch March 2005 - June 2012
Henkel Corporation February 1985 - November 2004
Skills
Wealth Management, Retirement Planning, Annuities, MediGap Insurance, Financial Planning, LongTerm Care Insurance, Life Insurance, Portfolio Management, Investment Advisory, Investments, 401k, Financial Analysis, Asset Management, Asset Allocation, Estate Planning, Strategic Financial..., Fixed Annuities, Mortgage, Planning, Retirement Plans, 401k Rollovers
Education
University of Michigan 1976 — 1978
BS, Microbiology/Biochemistry
Michigan State University - The Eli Broad College of Business 1992 — 1994
MBA, Management
University of California, Los Angeles - The Anderson School of Management 2003 — 2003
Certificate in Mergers and Acquisitions
LIV Sotheby's International Realty 2004 - Present
Who's Who in Luxury Real Estate 2004 - Present
Kenny's Double Diamond Ski Shop June 1990 - October 2003
Merrill Lynch March 1982 - July 1985
Skills
Single Family Homes, ski resort and ranch..., condo, townhomes, land, Listing Homes, representing buyer, Short Sales, Property, Real Estate, Buyers, Townhomes, First Time Home Buyers, REO, Referrals, Ranch, Investment Properties, Relocation, Resorts, Real Estate Transactions, Sales, Condos, Real Estate Development, Vacation Homes, Foreclosures, Brokerage, Ski, 1031 Exchanges, Residential Homes, Real Estate Economics, Real Property, Luxury, Sellers, Buyer Representation, Investors, Listings, New Home Sales, Negotiation
Education
Michigan State University 1977 — 1981
bs, agricultural economics
Freeland High School 1974 — 1977
Ameriprise Financial Services, Inc. May 2014 - Present
Ameriprise Financial Services, Inc. May 2014 - September 2014
Merrill Lynch October 2012 - October 2013
Profession Education Services Group December 2011 - October 2012
Merrill Lynch Financial Institution May 2010 - July 2010
Michigan State University August 2009 - August 2009
Merrill Lynch Financial Institution May 2008 - August 2008
Skills
CRM, Leadership, Management, Salesforce.com, Strategy, Training, Analysis, Advertising, Customer Service, Entrepreneurship, Facebook, Finance, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Sales, Social Media, Social Networking, Research, Event Planning, Investments, Financial Planning, Financial Analysis, Teamwork, Social Media Marketing, Communication, Banking, Data Analysis, Time Management, Financial Services, Retirement Planning, Public Relations, Outlook, Fundraising, Marketing Strategy, Portfolio Management, Problem Solving, Community Outreach, Event Management, Financial Modeling, Process Improvement, Strategic Planning, Insurance, Sales Management
Education
Michigan State University 2007 — 2011
BA, Economics
J.P. Morgan Chase Bank, N.A. March 2006 - Present
Merrill Lynch January 2005 - February 2006
Northrop Grumman Corporation February 2000 - October 2004
General Motors May 1999 - August 1999
Education
Michigan State University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Supply Chain Management
Detroit Catholic Central
MassMutual Oregon May 2007 - Present
Northwestern Mutual January 2005 - May 2007
Merrill Lynch June 2005 - September 2005
Skills
Disability Insurance, 401k, Health Insurance, Life Insurance, Finance, Insurance, Securities, Series 7, Sales, Investments, Customer Service, Leadership, Strategic Planning, Long Term Care Insurance, Financial Services
Education
Portland State University 2004 — 2005
BS, Economics
Michigan State University 2001 — 2004
Undergraduate, Economics
Fordham Capital Partners March 2015 - Present
BCU April 2014 - January 2015
Interbank Mortgage Company August 2012 - February 2014
Twin Orchard Country Club April 2003 - October 2012
PRG Schultz February 2012 - May 2012
Merrill Lynch May 2009 - August 2009
Skills
Microsoft Word, Microsoft Excel, Access, PowerPoint, Outlook, Mathematics, Finance, Probability, Statistics, Sales, Auditing, Actuarial Science, Financial Analysis, Consumer Lending
Education
Michigan State University 2006 — 2010
Bachelor of Science, Mathematics
MY Dentists May 2011 - Present
Design Incentives, Inc. October 2006 - February 2011
Merrill Lynch February 2005 - October 2006
Oakland Hills Country Club March 1997 - December 2004
Skills
Account Management, Sales, Marketing, Forecasting, Customer Service, Program Management, Strategic Planning, Advertising, Time Management, Leadership, Merchandising, New Business Development, Retail, Social Media Marketing, Employee Relations, Budgets, Email Marketing, Small Business, Marketing Strategy
Education
Michigan State University 1989 — 1993
Bachelor of Science
Perry High School 1986 — 1989
Diploma
Weidmayer Wealth Solutions, LLC July 2014 - Present
Wells Fargo Advisors, LLC September 2005 - July 2014
Commonwealth Financial Network 2014 - 2014
Merrill Lynch July 1994 - September 2005
Skills
Retirement, Investments, Management, Mutual Funds, Asset Allocation, Retirement Planning, Portfolio Management, College Education..., Investment Strategies, Asset Management, Equities, Risk Management, Finance, Liability Manangement, Net Unrealized..., Covered Call Writing
Education
Michigan State University 1987 — 1991
Bachelor's degree, Food Systems, Economics, and Management
Saline High School
INFINEX Investments & Design Financial, Inc. May 2013 - Present
Macomb Children's Hands-On Museum 2012 - Present
Merrill Lynch October 1997 - October 2012
Education
Michigan Technological University 1991 — 1996
Bachelor of Business Administration (BBA), Business Administration and Management, General
Abbott Nutrition June 2014 - Present
Abbott Nutrition May 2013 - June 2014
Abbott Nutrition January 2013 - May 2013
Abbott Laboratories July 2011 - May 2013
Abbott Ireland Vascular Division July 2012 - December 2012
Abbott Bioresearch Center January 2012 - June 2012
Abbott Diagnostics July 2011 - December 2011
Abbott Nutrition May 2010 - August 2010
Merrill Lynch March 2009 - May 2010
Demmer Corp. May 2009 - July 2009
Skills
Manufacturing, Project Planning, Microsoft Word, Customer Service, Team Leadership, Microsoft Office, Logistics, Supply Chain, Pharmaceutical Industry, Management, Project Management, Negotiation, Microsoft Excel
Education
Michigan State University 2007 — 2011
Bachelor of Arts, Supply Chain Management
SimplexGrinnell May 2012 - Present
Critical Signal Technologies, Inc. December 2008 - January 2012
Bergin Financial December 2006 - December 2008
Guardian Security Services (Alarm, Guards, Medical Monitoring & Armored Car) August 1998 - December 2006
J.L. KIPP DAY TRADING INVESTMENT SERVICES, INC. May 1997 - April 1998
Merrill Lynch November 1996 - May 1997
OLDE STOCKBROKERS (Private Brokerage) January 1994 - November 1996
US Army (Regular Army- Active Duty Commission) (US Army Airborne Ranger) 1991 - 1994
Skills
Organizational..., Team Building, Strategic Planning, Contract Negotiation, Strategic Partnerships, Recruitment/Retention, Sales Management, Operations Management, Sales Operations, Corporate Finance, Acquisition Integration, Client Acquisition, Cross-functional Team..., Board Reporting, Mergers, New Business Development, Organizational..., Process Development, Board Presentations, Direct Sales, E-commerce, Website Development, SEO, Marketing Strategy, Marketing Communications, Public Relations, Customer Experience, Customer Relations, Customer Retention, Financial Analysis, Financial Modeling, Budget Management, Forecasting, Presentation Development, Sales Presentations, Labor Management, Process Mapping, Business Process..., Cost Analysis, Cost Reduction, Inside Sales, Mergers & Acquisitions, Budgets, Customer Service, Training, Management, Sales
Education
Michigan State University 1987 — 1991
BS, Business Administration
Certified Senior Advisor (CSA)
General Securities Registered Representative
Series 7
Uniform Securities Agent State Law Examination
Series 63
U.S. Army Ranger School
U.S. Army Airborne School
UBS August 2012 - Present
Merrill Lynch August 1978 - August 2012
Skills
Wealth Management, Asset Management, Retirement Planning, Portfolio Management, Strategic Financial...
Education
Michigan State University 1974 — 1978
Bachelor's degree, Marketing
Goldstar Healthcare, LLC June 2014 - Present
The Hastings Law Firm, PC September 2011 - March 2014
Liberty Mutual Group, Inc June 2010 - April 2011
Merrill Lynch May 2009 - May 2010
Allen Brothers, PLLC June 2009 - July 2009
Allen Brothers, PLLC January 2008 - July 2008
Fakhoury Law Group May 2006 - September 2007
Skills
Legal Writing, Westlaw, Trials, Legal Issues, Civil Litigation, Legal Research, Litigation, Courts, Immigration Law, Commercial Litigation, Trial Practice, Pleadings, Appeals, Research, Motions, Torts, Criminal Law, Personal Injury
Education
University of Detroit Mercy School of Law 2008 — 2011
Juris Doctor, Law
Michigan State University 2001 — 2005
Bachelor of Science, Merchandising Management
American Profit Recovery May 2014 - Present
Fifth Third Securities July 2013 - March 2014
KeyBank July 2011 - July 2013
Merrill Lynch November 2009 - June 2011
O'Keefe & Associates Consulting, LLC June 2007 - July 2009
Woodward Capital Advisors April 2001 - May 2007
JPMorgan Chase December 1997 - March 2001
Skills
Analytic Thinking, Analytic Problem Solving, Collaborative Leadership, Comprehensive Planning, Creative Problem Solving, Cross-functional Team..., Financial Modeling, Investment Advisory, Investment Banking, Investment Strategies, New Business Development, Risk Analysis, Strategic Financial..., Strategic Thinking, Team-oriented
Education
Michigan State University 1993 — 1997
Bachelor of Arts (B.A.), Accounting, Finance, Economics, Statistics, Honors Studies
R. Gerald Baker Compliance and Regulatory Consulting March 2001 - Present
Compliance & Legal Society SIFMA March 2001 - October 2014
EVEREN Securities March 1980 - March 2001
First Union Securities, Inc January 1999 - January 2001
EVEREN Securities 1990 - 2001
EVEREN Securities, Inc January 1990 - January 1999
Prescott, Ball & Turben, Inc January 1980 - January 1990
Merrill Lynch January 1961 - January 1980
Paine Webber Jackson & Curtis 1961 - 1964
Paine Webber Jackson & Curtis 1961 - 1964
Skills
Securities Regulation, Securities, Compliance, Compliance Management, Compliance Audits, Legal Compliance, SEC compliance, FINRA, Brokerage, Retail Brokerage, Regulatory Requirements, Financial Regulation, Financial Markets, financial services, compliance training, broker/dealer..., regulatory relationships, Equities, SEC, Series 7, Fraud, Financial Services, Hedge Funds, Financial Risk, Series 63, Options, Capital Markets, Brokers, Mutual Funds, Fixed Income, Compliance Training, Operational Risk, Broker-Dealer, Investments, AML, Asset Management, Series 24, Equity Trading, Investment Banking, Trading, Investment Advisory, Alternative Investments, Structured Products, ETFs, Finance, Corporate Governance, Electronic Trading, Bonds, Derivatives, Dodd-Frank
Education
Michigan State University
Matanuska Electric Association, Inc. November 2013 - Present
Mutual of Enumclaw April 2012 - September 2012
Mutual of Enumclaw September 2011 - April 2012
Compton Dentalcare March 2010 - May 2011
Isinglass, Inc September 2007 - March 2010
Merrill Lynch March 2005 - April 2007
Central Christian Church August 2004 - March 2005
Merrill Lynch January 2001 - August 2003
The Vestcor Companies February 2000 - May 2000
Today's Office Staffing November 1999 - February 2000
Skills
Customer Service, Microsoft Excel, Microsoft Word, Inventory Management, Outlook, Finance, 10 Key, Securities, PowerPoint, Auditing, Balance, Invoicing, Accounts Payable, QuickBooks
Education
Middle Tennessee State University 1985 — 1989
BBA, Finance
Merrill Lynch June 2015 - August 2015
G & L Partners Inc. May 2015 - June 2015
Skills
Microsoft Office, Management, Microsoft Excel, Time Management, Organization Skills, Customer Service, Team Management, Team Leadership, Leadership, Research
Education
Michigan State University 2012 — 2016
Bachelor's degree, Economics
Northern Highlands Regional High School 2008 — 2012
Merrill Lynch April 2014 - Present
Skills
Visual Merchandising, Inventory Management, Retail Sales, Store Operations, Customer Service, Sales Management, Customer Satisfaction, Driving Results, Management, P&L, Team Building
Education
Middle Tennessee State University 1998 — 2003
Bachelor of Science (BS), Recording Industry - Music Business
Jackson High School 1994 — 1998
UBS Financial Services January 2004 - Present
Merrill Lynch October 1992 - January 2004
Ingres June 1990 - October 1992
Digital Equipment Corporation June 1987 - June 1990
Education
Michigan State University 1983 — 1987
B.A., Business
Michigan State University - The Eli Broad College of Business 1983 — 1987
PepsiCo January 2012 - Present
PepsiCo November 2004 - January 2012
Morgan Stanley Investment Management September 2001 - February 2003
Merrill Lynch January 2000 - August 2001
Skills
SAP, Financial Modeling, Financial Analysis, Strategic Financial..., Process Improvement, Logistics, Portfolio Management, Asset Managment, Asset Allocation, Inventory Management, Investments, Supply Chain Management, Six Sigma, Change Management, Management, Project Management, Lean Manufacturing
Education
Michigan State University 1995 — 2000
Bachelor of Arts (B.A.), Finance, General
Calvert Investments January 2011 - Present
Calvert Investments January 2011 - March 2014
Brookside Consultants October 1998 - January 2011
Diversified Investment Advisors November 1994 - October 1998
The Dreyfus Corporation August 1989 - June 1993
Merrill Lynch April 1985 - August 1989
Skills
Strategy, Marketing Communications, Marketing Strategy, Marketing, Public Relations, Financial Services, Email Marketing, Business Planning, Investments, Advertising, Integrated Marketing, Mutual Funds, Product Development, Online Marketing, Direct Marketing, Creative Direction, Asset Managment, Internal Communications, Strategic Communications, Social Media Marketing, Management, Finance, Wealth Management, Strategic Planning, Retirement Planning, Equities, Alternative Investments, Sales
Education
Michigan State University 1977 — 1981
B.A., Economics
Wall High School
ISI Group Managing director. Fixed income strategyInternational Strategy & Investment2004 - Present
Merrill Lynch 1997 - 2003
Lehman Brothers 1988 - 1996
Interactive Data 1978 - 1983
Skills
Equity Research, Fixed Income, Equities, Capital Markets, Quantitative Finance, Strategy, Investments
Education
Michigan Technological University 1971 — 1976
UBS Wealth Management October 2011 - Present
Morgan Stanley Smith Barney November 1999 - October 2011
Legg Mason November 1999 - February 2006
Merrill Lynch June 1993 - November 1999
Education
Michigan State University 1979 — 1984
Bachler of Science, Urban Policy, Political Science
The American College
Personal Financial Planning, Charter Financial Consultant
Ridgestone Bank October 2010 - Present
AMCORE Bank October 2004 - March 2006
Elgin State Bank August 2003 - September 2004
Merrill Lynch July 2000 - August 2003
Skills
Small Business Lending, Credit Analysis, SBA
Education
Michigan State University 1996 — 2000
Bachelor of Arts, Finance
Prudential Financial January 2014 - Present
Prudential Financial March 2009 - Present
Prudential Financial July 2012 - January 2014
Merrill Lynch 2006 - 2008
Merrill Lynch 1992 - 2008
Merrill Lynch March 2002 - January 2006
Education
Michigan State University 1986 — 1990
Adventure Golf Services January 2009 - Present
Adventure Golf Services 2009 - 2012
Firstsight LLC 2008 - 2009
Merrill Lynch 2003 - 2008
Merrill Lynch Capital 2003 - 2008
LENDX 2000 - 2002
Mellon US Leasing 1997 - 2001
Lease Plan USA 1990 - 1993
Skills
Portfolio Management, Asset Based Lending, Capital Markets, Financial Modeling, Due Diligence, Valuation, Corporate Finance, Asset Management, Finance, Private Equity, Mergers & Acquisitions, Investments, Strategic Consulting, Sales Management, Program Management
Education
Michigan State University 1982 — 1986
BA - Materials Logistics Management, Finance, Economics
Merrill Lynch October 1994 - Present
US Air Force 1970 - 1994
Education
U.S. Air Force Institute of Technology 1976 — 1977
Master of Science (M.S.), Aeronautics/Aviation/Aerospace Science and Technology, General
Michigan Technological University 1975 — 1976
Master of Business Administration (MBA)
United States Air Force Academy 1966 — 1970
BS, Aero Engineering
Hargrave Fiduciary Advisors LLC March 2011 - Present
Nollenberger Capital Partners November 2007 - March 2011
Wells Fargo 2004 - 2007
Merrill Lynch 1996 - 2004
Skills
Pensions, Asset Managment, Retirement Plan..., Fiduciary, Series 7, Series 63, Series 65, Equities, Investments, Securities, Portfolio Management, Investment Advisory
Education
Michigan State University 1989 — 1993
Lake Forest High School
The Advisors Group November 2013 - Present
Merrill Lynch January 2006 - November 2013
Skills
International Business, Business Planning, Strategic Planning, Financial Analysis, Strategic Financial..., Investments, Retirement Planning, Finance, Wealth Management, Portfolio Management, Customer Service, 401(k) Plan Consulting, Financial Advisory, Series 7, Mutual Funds, Asset Allocation, Investment Advisory, Financial Planning
Education
Thunderbird School of Global Management
Michigan State University
USAA July 2009 - Present
Merrill Lynch July 1998 - December 2008
HE Butt Grocery Company September 1979 - February 1998
Education
Texas A&M University-Corpus Christi 1981 — 1983
MBA, Management/Marketing
Michigan State University 1977 — 1979
BA, Finance
Merrill Lynch February 2013 - Present
Pamlab June 2006 - December 2011
inVentiv Health August 2003 - October 2005
Michigan Institute of Urology November 2000 - August 2003
Skills
Pharmaceutical Sales, Neurology, Pharmaceutical Industry, Diabetes, Medical Devices, Urology, Managed Care, Sales Effectiveness, OB/GYN, Cold Calling, Sales Presentations, Coaching, Product Launch
Education
Michigan State University 1995 — 2000
Medical Technology, Clinical Laboratory Science
SunTrust Bank February 2014 - Present
Fifth Third Bank March 2010 - February 2014
Wells Fargo Private Bank November 2004 - March 2010
Merrill Lynch March 1998 - July 2004
Skills
Banking, Investments, Strategic Financial..., Wealth Management, Estate Planning, Investment Management, Insurance, Wealth, Financial Analysis, High Net Worth..., Series 7, Finance
Education
Middle Tennessee State University 1994 — 1997
Bachelor of science (BS), Public Relations / Finance
grandview school district January 2009 - Present
Account Solutions Group January 2004 - Present
merrill lynch 1977 - 1995
merrill lynch 1977 - 1995
Skills
Strategic Planning, Event Planning, Negotiation, PowerPoint, Project Management, Microsoft Excel, Team Building, Social Media, Microsoft Office, Forecasting, Fundraising, Public Speaking, Coaching, Social Networking, Policy
Education
virginia state universty 1975 — 1976
Master's degree, Development Economics and International Development
Michigan State University 1966 — 1971
BA, social science
michigan state univ ba social science
Social Sciences
Merrill Lynch December 2007 - Present
Morgan Stanley Smith Barney November 2005 - December 2007
Skills
Series 7, Series 63, Life and Health, Series 66, Investments, Uniform Combined State..., Wealth Management, Asset Allocation, Investment Advisory, Mutual Funds, Portfolio Management, Retirement Planning, Securities
Education
Middle Tennessee State University
EY October 2014 - Present
Ernst & Young October 2011 - September 2014
EY January 2011 - September 2011
Comerica Bank June 2005 - January 2011
Merrill Lynch May 2004 - August 2004
Skills
Financial Analysis, Financial Modeling, Valuation, Analysis, Microsoft Excel, Auditing, Financial Reporting, Financial Accounting, Internal Controls, Sarbanes-Oxley Act, Accounting, Variance Analysis, US GAAP, SEC filings
Education
Walsh College 2007 — 2009
Master of Science, Accountancy
Michigan State University 2001 — 2005
Bachelor of Arts, Finance
UNSW Australia 2003 — 2003
Study Abroad, Relevant coursework included: Accounting and Economics
Northern Trust Corporation August 2014 - Present
Northern Trust November 2012 - July 2014
A.T. Kearney January 2011 - December 2012
Ford Motor Company April 2007 - January 2011
Merrill Lynch May 2006 - August 2006
Education
Michigan State University - The Eli Broad College of Business 2009 — 2010
MS, Supply Chain
Michigan State University 2003 — 2006
BA, Finance
Asis Bay Capital, LLC August 2015 - Present
CoreCommodity Management (formerly Jefferies Asset Management) February 2009 - July 2015
Merrill Lynch April 1999 - February 2009
Merrill Lynch July 1997 - April 1999
Education
Michigan State University
Master's Degree, Computer Science
The University of Chicago
MBA, Finance & Strategic Management
University of Michigan
Bachelor's Degree, Computer Science
Merrill Lynch June 2006 - Present
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Investments, 401k, Alternative Investments, Asset Allocation, Finance, Financial Planning, Leadership, Retirement, Portfolio Management
Education
Michigan State University 2002 — 2006
Deutsche Bank 2011 - Present
CMIT Solutions of Manhattan 2009 - 2011
BNP Paribas June 2007 - January 2009
Merrill Lynch August 2003 - June 2007
Banc of America Securities August 1999 - November 2002
JP Morgan June 1996 - August 1999
Skills
Strategy, Vendor Management, Equity Derivatives, Equities, Financial Services, Hedge Funds, Capital Markets, Operational Risk..., ABS, Small Business, Structured Products, Exotic Derivatives, Asset Management, Fixed Income, New Business Development, Information Technology, Derivatives, Credit Derivatives, Investment Banking, Options, Trading Systems, Structured Finance
Education
Middlebury College 1992 — 1996
BA, Economics & Math/Computer Science
Edelman Financial Services September 2012 - Present
Michigan Financial Companies March 2009 - September 2012
Citigroup 2004 - 2008
Merrill Lynch 1999 - 2004
Northern Trust 1998 - 1999
Silicon Graphics 1996 - 1997
WJBK - Fox 2 Detroit 1996 - 1996
Education
Michigan State University 1998 — 2002
Master of Arts
Saint Mary's College 1992 — 1996
Liceum Ogolnoksztalcace im. Stanislawa Leszczynskiego 1987 — 1991
Merrill Lynch October 2011 - Present
MCM Management Corp. March 2007 - October 2011
Gage Products Company August 2005 - March 2007
Skills
Finance, Retirement Planning, Investments, Insurance, Series 7, Variable Annuities, Strategic Financial...
Education
The American College 2011 — 2014
CFP, Financial Planning and Services
College for Financial Planning 2012 — 2012
Chartered Retirement Planning Counselor
Walsh College of Accountancy and Business Administration 2008 — 2012
Masters of Accountancy, Accounting, 3.2
Michigan State University 2000 — 2003
BA, Psychology
Michigan Financial Companies and John Hancock Financial Network December 2012 - Present
Merrill Lynch November 2009 - December 2012
U.S. Bank Equipment Finance August 2007 - October 2009
Skills
Investments
Education
Michigan State University 1976 — 1980
Bachelors, Business
UBS Financial Services November 2011 - Present
Merrill Lynch June 1996 - November 2011
Education
Michigan State University 1962 — 1966
Bachelor of Science (BS), Economics
Cranbrook, Andover High
Michigan State University 2008 - 2009
Merrill Lynch 2004 - 2007
Education
Michigan State University 2000 — 2009
Bachelor of Arts, International Relations
Michigan State University
Bachelor of Arts, Psychology
Morgan Stanley Wealth Management January 2012 - Present
Merrill Lynch February 2005 - January 2012
Education
Michigan State University
Merrill Lynch August 2015 - Present
Quicken Loans April 2013 - April 2014
Skills
VBA, Data Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Access
Education
Michigan State University 2006 — 2011
Bachelor of Science (BS), Mathematics
Pace Capital Management December 2002 - Present
Merrill Lynch September 2006 - February 2008
Shearson Lehman Brothers October 1987 - June 1996
Education
Michigan State University
BS, Food Systems Economics and Management
University of Michigan-Flint
Grant Park Funds / Dearborn Capital Management, LLC 2011 - Present
MetLife Annuities 2008 - 2010
ING Annuities 2007 - 2008
DWS Investments 1999 - 2007
Merrill Lynch 1998 - 1999
Skills
Mutual Funds, Asset Allocation, Alternative Investments, Fixed Annuities, Series 7, Series 63, Variable Annuities, Retirement Planning, Public Speaking, Hedge Funds, Asset Managment, CMFC, Territory Management, Business Development, Managed Futures, Structured Products, Commodity, Income Distribution, Wealth Management, IRAs, Series 31
Education
Michigan State University 1995 — 1999
Bachelors, Finance
New Control November 2012 - Present
Marketing Werks December 2010 - June 2012
Health Care Weekly Review October 2010 - December 2010
Merrill Lynch June 2009 - August 2009
Skills
Marketing, Advertising, Account Management, Account Coordination, Event Management, Guerrilla Marketing, Brand Awareness, Mobile Marketing, Social Media, Email Marketing, Marketing Communications
Education
Michigan State University 2007 — 2010
Bachelor of Arts (B.A.), Communication, General
Merrill Lynch January 2014 - Present
FITCH RATINGS February 2004 - June 2013
FEDERAL RESERVE BANK OF SAN FRANCISCO January 2000 - October 2002
Skills
Financial Modeling, Analysis, Finance, Management, Portfolio Management, Wealth Management, Training
Education
Michigan State University - The Eli Broad College of Business
M.A., Economics
University of Michigan
B.A., Economics
Merrill Lynch June 1977 - Present
Education
University of Pennsylvania - The Wharton School 2000 — 2001
CIMA, Certified Investment Management Analyst
Michigan State University 1971 — 1976
Economics
Comerica Bank June 2015 - Present
Kelly Services March 2015 - June 2015
Robert Half Finance & Accounting March 2014 - March 2015
George Enterprises March 2013 - October 2013
Epic June 2011 - July 2012
Merrill Lynch June 2008 - July 2008
Varty Accounting, Inc June 2008 - July 2008
Skills
Analysis, Databases, Technical Support, Banking, Accounting, Troubleshooting, Software Documentation, Customer Service, Administration, Accounts Receivable
Education
Michigan State University 2010 — 2011
Masters, Accounting, 3.75
Michigan State University 2006 — 2010
Bachelors, Accounting, Compter Science and Engineering, 3.52
Capital One December 2003 - Present
National City Mortgage December 1999 - August 2003
Merrill Lynch September 1996 - December 1999
Skills
Oracle SQL, Java, XML, ERP, Program Management, HTML 5, Unix, Leadership, Integration
Education
Michigan State University 2002 — 2005
Master of Computer Applications (M.C.A.), Information Technology
The George Washington University 1994 — 1997
Bachelor of Science (BS), Computer Science
Regions Bank October 2005 - January 2011
Harpeth Gallery and Private Edition, Inc March 2000 - October 2005
Merrill Lynch May 1998 - December 1999
First Union National Bank December 1996 - May 1998
First American National Bank December 1985 - December 1996
Pitney Bowes, Inc January 1983 - January 1985
Education
Middle Tennessee State University
Bachelor, Business Administration; Marketing
AIG October 2011 - Present
Brown & Brown July 2008 - October 2011
Morgan Stanley Smith Barney September 2007 - December 2007
Merrill Lynch June 2007 - August 2007
Skills
Liability, Insurance, Underwriting, Casualty, Property & Casualty...
Education
Michigan State University 2003 — 2007
BS, Finance
American University of Roma
International Business, Operations Management
Merrill Lynch July 1998 - Present
United States Marine Corps June 1980 - November 2003
Skills
Uniform Combined State..., Series 7, Retirement Planning, Wealth Management, Investment Advisory, Mutual Funds, Investments, Estate Planning, IRAs, Leadership, Retirement
Education
Middle Tennessee State University 1982 — 1985
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Merrill Lynch January 2007 - Present
Education
Middle Tennessee State University 1992 — 1997
BS, Marketing
IMS – Integrated Medical Systems International, Inc. June 2002 - Present
Towery Publishing 2001 - 2002
Merrill Lynch 1998 - 1999
Skills
Operating Room, Medical Devices, Surgeons, Surgical Instruments, Capital Equipment, Endoscopy, Surgery, Operating Room Sales, Orthopedic, Spine, Urology, OB/GYN, Vascular, Sales, Healthcare, Disposables, Sales Operations, Market Development, Strategic Planning, Account Management, Sales Management, Capital Equipment Sales, Hospitals, New Business Development, Product Launch, Neurosurgery, Interventional..., Direct Sales, Cardiology, Orthopedics, Product Development
Education
Western Michigan University - Haworth College of Business 1997 — 2000
Bachelor of Business Administration (B.B.A.), Marketing and Finance
Michigan State University 1995 — 1997
Lyman Briggs College of Science and Technology
Luke M. Powers Catholic H.S.
M&T Bank October 2011 - Present
KeyBank December 2008 - October 2011
Fifth Third Bank August 2005 - December 2008
HP Pelzer, North America November 2004 - August 2005
Standard Federal Bank June 2002 - August 2004
Merrill Lynch July 2000 - June 2002
Skills
Credit, Credit Analysis, Credit Risk, Portfolio Management, Finance, Banking, Commercial Banking
Education
Michigan State University 1996 — 2000
Bachelor of Arts (BA), Finance
Southeast Investments, N.C., Inc July 1997 - Present
Robert Thomas Securities July 1990 - July 1997
A.G. Edwards July 1988 - July 1990
J.C. Bradford July 1980 - July 1988
EF Hutton January 1978 - July 1980
Merrill lynch January 1971 - 1978
Oldsmbile Division of General Mtors July 1965 - August 1969
U.S. Navy April 1960 - April 1964
Skills
Retirement Planning, Financial Services, Management, Accounting, Portfolio Management, Alternative Investments, Equities, Asset Management, Investments, Wealth Management, Entrepreneurship, Human Resources, Securities, Financial Analysis, Executive Management, Retirement, Mutual Funds
Education
Michigan State University 1965 — 1969
Bachelor of Science (BS), Social Sciences
ROCK HILL HIGH SCHOOL
HIGH SCHOOL EDUCATION, General Studies
Self-employed September 2007 - Present
Merrill Lynch June 1982 - August 1992
Skills
Event Planning, Event Management, Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Social Media, Office Management, Office Administration, Administrative..., Public Speaking, Fundraising, Public Relations
Education
Michigan State University 1978 — 1982